SMSFs require specialist knowledge, not just software.
First of all at DGL Accountants in Mackay you can be assured that your Self-managed super fund (SMSF) administration and audit is being handled by experienced staff based locally. In addition, our SMSF staff have over 40 years combined experience in the SMSF field while being backed by some of the industries leading experts in self-managed superannuation.
Furthermore, our office provides a holistic service to clients that is compliant with current financial services licencing arrangements including;
Traditional SMSF Services
Execution only services
Specific Advice Services AFSL (Statement of Advice)
Setting up a SMSF
Commencing a Pension
Limited Recourse Borrowing
Winding up of SMSF
- Investment overview & performance reports;
- Whether the fund is within its Investment Objectives;
- Contribution caps monitor;
- Pension monitor;
- Member data, balances & reports;
- Latest annual compliance reports for review.
Our office also updates our clients with any changes to legislation and aims to ensure that all trustees are educated with regards to SMSFs and their responsibilities.
Find below just some of the resources available to our trustees.
Elizabeth Dent - Authorised Representative No. 1250 655
Lauren Hammer - Authorised Representative No. 1250 656
Click here to view our Financial Services Guide